New York, New York, United States
Data-Driven Technology and Business Leader with a strong track record of transforming organizations through data-driven strategies and innovative solutions. Expertise in building and scaling high-performing data teams, implementing modern data ecosystems, leveraging machine learning models, and delivering actionable insights. Partner with executive leadership to drive business growth, improve operational efficiency, control costs and mitigate risks. Deep industry experience across Fintech, Financial Services, Wealth Management, Ecommerce, and Subscriptions in B2B, B2C, D2C and SaaS domains.
Current is a leading U.S. financial technology platform serving the needs of Americans who are working to create a better future for themselves by providing best-in-class financial solutions including a high-yield savings account, debit card, Build Card, earned wage access, early paycheck, fee-free overdraft, crypto trading, and more! Our mission is to empower members to change their lives by creating better financial outcomes. As part of the leadership team, I am spearheading the development and execution of a data-driven strategy to accelerate Current's growth and achieve business goals. Building a robust data, ML, and analytics infrastructure, including a data warehouse and reporting solutions, to power products and data-driven decision making across the organization. Enabling organization to leverage advanced analytics and machine learning to optimize customer acquisition, marketing performance, customer experience and fraud prevention, resulting in significant revenue growth and cost reduction. Building and managing a high-performing data team, creating innovative data solutions, fostering a data-driven culture and establishing robust data governance framework across the organization.
Founded in 2009, Addepar gives asset owners and advisors a clearer financial picture at every level, allowing them to make more informed, timely and data-driven investment decisions, even for the most complex portfolios. As one of the fastest growing companies in fintech, Addepar’s clients use the platform to manage and advise on more than $4T in assets globally in 2022. As Head of Enterprise Analytics at Addepar, I spearheaded initiatives to drive the company's growth, revenue, efficiency, retention, and customer success through the strategic application of data and analytics. Established a global data function, built a high-performing team of data leaders, analysts, and engineers. Architected and implemented a modern data ecosystem, including a global data lake, data warehouse, and BI system, to drive data-driven decision making. Led the development and execution of analytics strategies across revenue optimization, customer analytics, asset validation, GTM analytics, and financial reporting. Enabled Addepar to add 10%+ incremental revenue, revised customer segmentation and strategies, and enhanced billing processes and forecasting accuracy for a ~$4 trillion AUM portfolio. Drove significant business impact by reducing churn, identifying upsell/cross-sell opportunities, and increasing net new ARR by 14%. Partnered with cross-functional teams to implement robust data governance and security frameworks.
Gemini is a well regulated and trusted American cryptocurrency exchange and Custodian bank. Led the establishment of an efficient data function, building and managing highly productive data engineering, data analytics, data science and data governance teams. Developed and executed a data strategy to foster a data-driven culture and drive business growth. Architected and implemented a robust data ecosystem, including data lake, data warehouse, machine learning models, and real-time reporting solutions. Delivered advanced analytics and insights to inform strategic decision-making. Optimized customer acquisition, controlled fraud, and increased revenue by revamping the transaction fee model, generating 15%+ in additional revenue and 12%+ growth in retail and institutional trading volume. Established a comprehensive data governance framework to ensure data quality, security, and compliance. Played a pivotal role in shaping Gemini's data capabilities and driving business success.
Birchbox is a pioneer in subscription industry and a leading beauty and e-commerce company. Built a high-performing Data Engineering and Business Intelligence team from the ground up. I architected and implemented a robust data lake, data warehouse and analytics ecosystem on AWS leveraging Hadoop/S3, Redshift, and Looker. Empowered the organization through self-service analytics and reporting with Looker, and developed an in-house product analytics solution for deeper customer and product insights. Partnered closely with marketing, product, merchant and finance teams to define metrics, build dashboards, and deliver actionable insights. Drove significant business impact by developing scalable data models for a 360-degree customer view, CRM analytics, personalized box subscription and product recommendation algorithms. Collaborated with the product team to fully revamp customer onboarding flow. These efforts resulted in an 8% increase in conversion rate and $18M in additional revenue. Established a strong data governance framework to ensure data quality, security, and compliance.
As the Data Warehouse and Business Intelligence Team Lead at Morgan Stanley, I played a pivotal role in driving the development of robust data warehouse and reporting systems for market and operation risk organization. Led onshore and offshore teams in building and re-architecting Market and Operational Risk Data Warehouses. Implemented scalable data pipelines, handling terabytes of customer data daily, to support robust risk analytics and reporting. Partnered closely with Risk Management to develop key risk metrics and dashboards. Drove data literacy and adoption through training and implementing a data catalog.